BestBest PracticesPractices ForFor NonprofitsNonprofits Who Should Attend Not-for-Profit Executive Staff and Board Members

October 30, 2007 Holiday Inn Syracuse/Liverpool Liverpool, New York

Sponsored By Fifth Annual

BOND, SCHOENECK & KING, PLLC ATTORNEYS AT LAW ƒ NEW YORK FLORIDA KANSAS

Media Sponsor Agenda Concurrent Sessions

7:45 a.m.-8:15 a.m. 9:15 a.m.-10:00 a.m. 10:15 a.m.-11:05 a.m. 11:10 a.m.-Noon Registration and Concurrent Session 1 Concurrent Session 2 Concurrent Session 3 Continental Section A : Section D ; : Section G ; : Breakfast Professional Fundraising Board Development and Are You Managing Your 8:15 a.m.-9:00 a.m. for a Capital Campaign Diversity...Is it Necessary? Reputation? Keynote Address ƒ Overview of Eastern Hills Bible ƒ To examine board members roles ƒ How to manage public opinion so it Church (EHBC) Capital Project and responsibilities as diversity translates into support Kauffman Campus ƒ Why choose a professional stewards of their organizations ƒ The facts of life every organizational Enitiative -- fundraiser? ƒ To give an opportunity to explore leader must know Entrepreneurship for ƒ Helpful tips to make your personal comfort level with and ƒ Seven fundamental principles for Nonprofits fundraising effort a success knowledge of the topic of diversity building trust ƒ To examine the impact of culture ƒ How to deal with bad news ƒ Entrepreneurial Scholarship Doug Bullock on our interactions in Action and Education Eastern Hills Bible Church Peter M. Kapcio ƒ To identify strategies that a board/ ƒ Nonprofit Entrepreneurship Eric Mower and Associates, agency can use to work ƒ The Syracuse Campus- Section B ; productively and respectfully Inc. Community Legal Trends Regarding across cultural differences in a Entrepreneurship Initiative Private Foundations, Section H : non-profit setting ƒ Enitiative grants to support The Merging of Two Supporting Organizations Melanie W. Littlejohn campus-community and Endowment Funds Organizations: A Case Study partnerships National Grid ƒ Overview of recent and proposed ƒ Merger/Consolidation/Affiliation/ Bruce R. Kingma changes to IRS Form 990 Section E : Collaboration – deciding what is best Associate Provost ƒ Select rules applicable to Private A Foundation’s Perspective for your organization ƒ Necessary steps to a merger Syracuse University Foundations and Endowment on Selecting Organizations Funds ƒ Merging cultures and environments ƒ How foundations select ƒ Certain Supporting Organizations ƒ Overcoming challenges and 9:15 a.m.-10:00 a.m. organizations and grants for no longer qualify for contributions -- obstacles Concurrent funding What Private Foundations and ƒ Looking back – 2½ years after the ƒ Critical elements of successful Session 1 Donor Advised Funds must know merger of Vera House/Rape Crisis organizations and proposals Frank J. Patyi, Esq. Center 10:15 a.m.-11:05 a.m. ƒ Aligning your request to Randi Bregman and Concurrent Bond, Schoeneck & King, foundation priorities and avoiding “mission drift” Kate Flannery Session 2 PLLC Kimberly S. Scott Vera House Section C ; : 11:10 a.m.-Noon Central New York Developing Future Staff Section I ; : Concurrent Leaders Community Foundation Key Trends and Future Session 3 Organizations are only as effective as Section F ™ ; Implications Impacting the people who lead the organization. Corporate Governance in Nonprofits It is important to strategically develop the New Age of Scrutiny ƒ Understand the impact of current employees for leadership and political and economic trends on ƒ Application of Sarbanes Oxley to management at all levels. nonprofits Non-Public Companies ƒ Learn about the concept of ƒ How nonprofits are coping with ƒ Impact on Nonprofits – Who Cares? leadership development change For more information regarding ƒ Emerging Best Practices for refund, complaint and program ƒ Hear strategies for leadership ƒ What the new philanthropist expects Governance, Financial Reporting cancellation policies, please contact development in organizations from charitable organizations & Ethics our office at 610-927-4910. ƒ Discuss topics of interest to ƒ The future of the global philanthropic bmc is registered with the National emerging leaders Walter Brasch Association of State Boards of community Accountancy (NASBA), as a sponsor ƒ Develop strategies for applying bmc (Beard Miller Roger Matloff of continuing professional education information in the workplace Company LLP) on the National Registry of CPE Merrill Lynch Gwen Webber-McLeod ™ Qualifies for 1 CPE credit in Sponsors. State Boards of Accountancy have final authority on Inspiring People to New Auditing the acceptance of individual courses Levels of Leadership Prerequisites: None for CPE credit. Complaints regarding Program Level: Overview registered sponsors may be Advance Preparation: None addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, ; Of more interest to larger organizations TN, 37219-2417. Web site: : Of more interest to smaller organizations www.nasba.org

Sponsors Fifth Annual Fifth Not-for-Profit Counsel

Bond, Schoeneck & King attorneys provide a wide range of legal services and counseling to our not-for- profit clients, which includes business law, organizational matters, compliance issues, public finance and lending, employee benefits, labor and employment, employment law litigation, mergers and acquisitions, property and construction, estate and trust matters, civil litigation, and administrative, legislative and regulatory matters. We act as special counsel for projects requiring special expertise and resources, or as general counsel.

The Central New York Community Foundation, through the effective use of its endowment, enhances the quality of life for those who live and work within the community by: • Encouraging the growth of a permanent charitable endowment to meet the community’s changing opportunities and needs; Nonprofits for Practices Best • Providing vehicles for donors with diverse philanthropic interests which make giving easy, personally satisfying and effective; • Serving as a catalyst, neutral convener and facilitator by stimulating and promoting collaborations among various organizations to accomplish common objectives; • Carrying out a strategic grantmaking program that is flexible, visionary and inclusive.

bmc (Beard Miller Company LLP) is a leading regional certified public accounting and consulting firm with over 500 employees serving small business and middle market clients throughout the Mid Atlantic region. The 75-partner firm has fourteen offices located in New York, Maryland, Pennsylvania, and New Jersey. The firm is ranked among the Top 40 firms in the USA (Accounting Today, March 2007) and is an independent member of the BDO Seidman Alliance. bmc serves more than 300 not-for-profit organizations, so we have the know-how to help our clients achieve their missions and maintain transparent financial accountability to their donors, members, clients, fund sources and other constituencies. Our clients include private foundations, educational organizations, health and human service organizations, the arts & music, trade and professional associations, Authorities (operating and financing), continuing care retirement communities, colleges and universities and environmental organizations. Whether you need assistance with Office of Management and Budget (OMB) Circular A-133 audits, exempt tax return filings, strategic planning, human resources consulting and management training, accounting system selection and management, internal reports, budgeting, cash flow management and financing, or accounting policies and procedures manuals, you can contact bmc at 1-800-267-9405 or visit our website at www.bmcvision.com for more information.

United Way of Central New York is a non-profit serving Onondaga County that strives to help the community reach its full caring potential. The organization helps donors make effective charitable investments of money, volunteer time, and in-kind gifts to make lasting improvements in individual lives and the local community.

Media Sponsor Directions Holiday Inn Syracuse/Liverpool, 411 Electronics Parkway, Liverpool, NY 13088 315-457-1122 Traveling East or West: NY Thruway (I-90) Exit 37. The Holiday Inn is directly across from the toll booth. Traveling North or South: Interstate 81 Exit 25. Turn right onto 7th North Street and follow one mile to the end.

Fifth Annual Best Practices For Nonprofits October 30, 2007 Syracuse, New York Registration Fees: ˆ $65 – BS&K/bmc Clients ˆ $80 – General Public Please indicate which of the Concurrent Sessions you will attend: Session 1: Aˆ Bˆ Cˆ Session 2: Dˆ Eˆ Fˆ Session 3: Gˆ Hˆ Iˆ RSVP Deadline: October 26, 2007 Register through our web site at www.bsk.com, Events Schedule, or using the form below.

Name:______Title:______

Organization:______

Address:______

City:______State:______Zip:______

E-Mail:______Telephone:______Fax:______

The following people will also attend:

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Refunds will only be made for cancellations received 5 business days before event. Please make checks payable to Bond, Schoeneck & King, PLLC and return this form to: Ms. Toko Moyo, Bond, Schoeneck & King, PLLC, One Lincoln Center, Syracuse, NY 13202 Telephone: 1-800-339-8897 Fax: 315-218-8100 E-mail: [email protected] or register online at www.bsk.com

This seminar is intended for the invited guests of Bond, Schoeneck & King, PLLC, Central New York Community Foundation, Inc., bmc and the United Way of Central New York, who reserve the right to deny admission to any applicant. Keynote Bruce Kingma is the Associate Provost for Entrepreneurship and Innovation at Syracuse University. He is a Professor in the Bruce R. Kingma Entrepreneurship and Emerging Enterprises Program in the Martin J. Whitman School of Management and in the School of Associate Provost Information Studies. As Associate Provost, Professor Kingma leads the Syracuse Campus-Community Entrepreneurship Initiative Syracuse University (Enitiative) -- a collaborative partnership of six institutions--Syracuse University (SU), Le Moyne College, Onondaga Community College (OCC), SUNY College of Environmental Science and Forestry (SUNY ESF), Morrisville State College, and Cayuga Community College (CCC)-and five community partners--Central New York Community Foundation, Gifford Foundation, Greater Syracuse Chamber of Commerce, National Grid, and Messenger Associates, Inc-made possible by a $3 million grant from the Ewing Marion Kauffman Foundation. Enitiative builds on the key tenets of Scholarship in Action by encouraging faculty and students throughout Central New York to work with communities of experts across disciplines and geographic boundaries to foster entrepreneurial education and innovation. Professor Kingma received his PhD in economics from the University of Rochester. His expertise is in the economics of nonprofit management, information, and online learning. He is a founder of the award winning Web-based Information Science Education (WISE) consortium; the Systems Assurance Institute, an NSA-designated center of excellence in information assurance; the Center for Entrepreneurship Experiential Learning (ExCEL); and the Women in Technology (WIT) student group. Faculty Walter Brasch is the NJ Managing Partner and is located in bmc’s Pine Brook office. Walter, with over 30 years of experience in Walter Brasch public accounting, has significant background in management and administration of professional accounting and consulting services NJ Managing Partner including planning, supervision, coordination and completion of complex engagements. He possesses significant industry experience bmc (Beard Miller with healthcare, not-for-profit and governmental entities, is a recognized expert on financial accounting and reporting matters and Company LLP) is frequently consulted by clients, regulators, legislative leads and other professionals in these areas. Walter advises clients on accounting and related business issues including budgeting, operations improvement, cost containment, forecasts and projections, business plans, rate proposals, financing alternative and negotiations as well as internal control review and evaluation and litigation matters. Walter is a graduate of St. Bonaventure University, BBA-Accounting, and a Certified Public Accountant, Licensed in New Jersey. His Professional and Community Affiliations include: American Institute of Certified Public Accountants, New Jersey Society of Certified Public Accountants, Christian Brothers Academy, Boy Scouts of America, American Cancer Society, and Raritan Bay Medical Center.

Since 1990, Randi Bregman has worked with Vera House, Inc., a not-for-profit human service agency which focuses on services Randi Bregman for those affected by domestic and sexual violence. During her first eleven years at Vera House, she was the Coordinator of the Executive Director Syracuse Area Domestic Violence Coalition. In August of 2001, Randi began serving as Executive Director of Vera House, Inc. Vera House, Inc. Throughout 2005, after helping to effect a successful merger with the Rape Crisis Center of Syracuse, Inc., Randi served as Co- Executive Director in partnership with the Executive Director of the former Rape Crisis Center. In her current role as Executive Director, Randi is responsible for administration and financial management, supervision of staff, fundraising and fund development, community education and professional training and program development. Randi serves as Co-Chair of the Syracuse Area Domestic and Sexual Violence Coalition, providing leadership to a broad community coalition dedicated to victim safety and offender accountability. She is also the Second Vice President of the Human Services Leadership Council of Central New York and serves on the statewide Crime Victims Board Advisory Committee.

Doug Bullock is the Senior Pastor of Eastern Hills Bible Church (EHBC) in Manlius, NY. Doug is a life-long resident of the area and Doug Bullock attended Cazenovia High School followed by Bucknell University, where he obtained a Bachelor’s degree in Mechanical Engineering. Senior Pastor He obtained a Master’s degree in Theology from the Dallas Theological Seminary and returned to the Central New York area. Eastern Hills Bible Doug has pursued his ministry at Eastern Hills Bible Church since 1984 and became Senior Pastor in 1989. In addition to the most Church recent capital campaign at EHBC of $2M, Doug has led fundraising projects ranging from goals of $100,000 to $.5M, and continually addresses stewardship with the communicants of the church. He is involved in the many ministries offered at Eastern Hills.

Kathleen K. Flannery is currently Executive Director of the Central New York Affiliate of the Susan G. Komen for the Cure. In her Kate Flannery current position she has overall accountability for all fundraising, grant distribution, and education within the 17 counties serviced Executive Director by Komen. Previously she served as Executive Director of Programs for Vera House, Inc. having facilitated the merger between Central New York Affiliate Rape Crisis and Vera House in 2004. of the Susan G. Komen Kate has a bachelor’s degree from Le Moyne College, earned her Masters in Social Work from Syracuse University and is a New for the Cure York State Certified Social Worker. She received the 40 Under 40 Award, the Central New York Women in Business Award, the Onondaga County District Attorney’s Award and the Syracuse Post Standard Achievement Award.

Peter Kapcio heads a public relations and public affairs practice that provides issues and crisis management counsel to clients. In Peter M. Kapcio addition to regularly leading crisis management engagements for the agency, Peter has been involved in global crisis preparedness Director of Reputation and planning for multinational Corning Inc. since 1999. He is also responsible for conducting EMA’s Media Training, Executive Management Services Presentation and Crisis Communications Training programs. He helps companies, organizations and executives optimize results Eric Mower and from media interviews, especially in controversial or crisis situations. Associates, Inc. In recent times, he headed the teams that gathered statewide support for rail giant CSX Transportation’s acquisition of Conrail, as well as Constellation Energy’s acquisition of the Ginna Nuclear Power Facility. In addition, he has supervised a variety of corporate communications and issues management assignments for firms such as General Motors Worldwide Real Estate Division, Eastman Kodak, Niagara Mohawk/National Grid; for hospitals and healthcare institutions across New York State; and for higher education institutions such as Syracuse University, Clarkson University, Utica College, Wells College and Saint John Fisher College. Peter has his Master’s degree in advertising and consumer behavior from S.I. Newhouse School of Public Communications at Syracuse University, with a B.S. in marketing from the Whitman School of Management at Syracuse University. He has served as Adjunct Professor at both S.I. Newhouse School of Communications and in the College of Visual Communications at Syracuse University. He currently serves on the board of the SUNY College of Environmental Science and Forestry College Foundation, and recently on the Communications Advisory Board of Syracuse 20/20. Faculty Melanie Littlejohn is responsible for the day to day management of the large commercial and industrial customer base in the Melanie W. Littlejohn Central region of NYS. In addition to the commercial and industrial sector, she manages community giving and relationship Vice President, management with elected municipal and state officials. She joined National Grid (Niagara Mohawk Power Corporation) in 1991 and Business Services- has held the positions of Director of Diversity Management and Compliance, and Human Resources Consultant for Direction Central Region Inclusion & Diversity. National Grid Ms. Littlejohn was previously Executive Director of the Urban League of Onondaga County; Director of Public Affairs of the Urban League of Rochester/Onondaga; Manager of International Client Services of Banker’s Trust Company; and District Office Manager of Pandick Technologies. She is a graduate of Syracuse University (M.B.A., 1997; B.A., 1985).

Roger Matloff oversees analytical investment management programs of an extensive number of foundation and endowment clients. Roger Matloff He develops customized asset allocation models, performs due diligence of investment managers by applying qualitative and Institutional quantitative analysis and continuously monitors performance to insure clients’ investment objectives. Roger graduated from Rutgers Consultant, University with a degree in Economics and received an MBA in Finance and Deterministic Optimization Modeling. Roger completed CFM, CIMA, AIF, ARPC, studies of Market Theory and Econometrics at Oxford University under a private foundation grant. He was subsequently chosen by CAP the same foundation to study Political Economic Theory at Dartmouth College. He is a Certified Investment Management Analyst, Accredited Investment Fiduciary, Accredited Retirement Plan Consultant, Chartered Global Philanthropic Advisor in Philanthropy as well as a Certified Financial Manager. Roger has appeared on ABC, CBS, and Fox. He has been cited Consulting Group in The Wall Street Journal, Het Financial Dagblad, FM magazine as well as Wall Street’s industry publication, Research. Roger co- Merrill Lynch authored the textbook “Molecular Investment Consulting for Philanthropies-A Holistic Approach for Nonprofit Management.”

Frank Patyi is a Member (Partner) of the firm and a graduate of Le Moyne College, Mercy College, St. John’s University and New Frank J. Patyi, Esq. York University School of Law. He practices in all areas of federal, state, local and international taxation, with a particular concentration Bond, Schoeneck & King, on the issues confronting exempt organizations, limited liability companies and partnerships. PLLC Frank has extensive experience in the tax and state law concerns of exempt organizations and works regularly with the Internal Revenue Services and the Attorney General’s Office. He has been involved with the formation, merger and dissolution of several well known tax-exempt entities and regularly consults on issues regarding Unrelated Business Income Tax (“UBIT”), Intermediate Sanctions, private foundations and joint ventures. Frank is co-chair of the governance and nominating committee of MedTech Association, Inc.

Kimberly Scott, a graduate of Syracuse University and certified public accountant, joined the Central New York Community Foundation Kimberly S. Scott in August 2000. As Vice President Programs, Kim is responsible for overseeing and monitoring the grantmaking process, sharing Vice President expertise with donors and managing special initiatives. Kim conducts and administers the grantmaking process. The Community Programs Foundation awards grants to fund innovative programs in the areas of arts and culture, civic affairs, education, health, human Central New York services and the environment. Kim also oversees special programs and projects developed by the Foundation. Community Foundation Kim was previously employed by Niagara Mohawk, where she oversaw the company’s energy fund for customers with energy emergencies. Kim also coordinated the company’s volunteer efforts in 37 counties. Kim’s professional career began in public accounting with Ernst & Young LLP and Dannible & McKee LLP. She has served as a volunteer and board member for a number of not-for-profit organizations in the Syracuse area.

Gwendolyn Webber-McLeod, M.S. has over 29 years experience in leadership development, professional facilitation, and motivational Gwen Webber-McLeod speaking. In addition, she has specific expertise in team building, valuing diversity as a vital organizational resource, change Inspiring People to New management, reputation management and communications and more. Her clients are CEOs, executive and mid- level managers Levels of Leadership in public, private, and education businesses and organizations throughout the state of New York. A cum laude graduate of Potsdam University, Gwen is an entrepreneur who has created two businesses: Treble Associates, and currently, Gwen Webber-McLeod, Inspiring People to New Levels of Leadership. She has also been Director of Communications for Wells College; Communications/Development Director of the Seven Lakes Girl Scout Council; Executive Director of the National Women’s Hall of Fame in Seneca Falls; Executive Director of the Booker T. Washington Community Center in Auburn, and Coordinator of Human Services for the Cayuga/Seneca Community Action Agency. In May of 2006 she received a Masters of Science in Management from Keuka College. She graduated Magna Cum Laude from this program. Gwen has a very active civic life and takes great pride in serving on boards of directors that enhance and improve the lives of people at the local, state, and national level. As past Board Chair and Interim CEO of the Cayuga County Chamber of Commerce, she led efforts to refocus and reenergize the work and reputation of the Chamber in the community. She is also a former board member and chair of Planned Parenthood of Rochester Syracuse Region. Currently she serves as the team advisor to the CNY Health Fellows team a project of the Community Health Foundation of Western and Central New York and, is a member of Auburn’s YMCA board of directors and the board chair of Booker T. Washington Community Center board of directors. Gwen is the chair the 2007 Go Red for Women Luncheon for the American Heart Association.